Revenue Systems Audit
Complete Your Growth Investment Roadmap
Based on your assessment responses, your business may have operational variables beyond the scope of the Growth Infrastructure Assessment.
While the assessment can identify general investment priorities, it cannot account for factors such as:
- Sales team structure
- Service mix
- Territory density
- Capacity constraints
- Pricing model
- Operational handoffs
To ensure your Growth Investment Roadmap reflects the full operational picture, additional context is typically required. The Revenue Systems Audit is designed to provide that context.
What This Audit Does
A 60-minute collaborative diagnostic to:
- Review your current revenue path
- Identify primary variance drivers
- Evaluate operational, digital, and visibility constraints
- Prioritize system installation sequence
- Complete your Growth Investment Roadmap
This audit evaluates the operational, digital presence, and AI visibility factors influencing revenue consistency. In many cases, general presence or visibility audits reveal tactical issues. The Revenue Systems Audit determines whether those issues originate from upstream infrastructure gaps — and what to install first.
Engagement Criteria
This audit is typically appropriate for:
- Established service businesses generating consistent demand
- Organizations experiencing revenue volatility despite active investment
- Teams with operational or conversion bottlenecks
- Leadership seeking greater forecastability and delegation
- Businesses prepared to install growth infrastructure
It may not be appropriate for:
- Early-stage or recently launched businesses
- Organizations primarily seeking lead generation
- Teams without implementation capacity
- Situations requiring short-term marketing intervention
What to Prepare
For best results, please be prepared to discuss:
- Recent revenue trends (approx. 3-6 months)
- Lead sources and response process
- Sales conversion awareness (if available)
- Known operational constraints
Already received an invitation? Schedule here
Other Available Diagnostics
For organizations not yet pursuing infrastructure installation, standalone diagnostics are available:
Website & Presence Audit
Evaluate conversion pathways, intake friction, trust signals, and structural gaps.
AI Visibility Audit
Assess structured data, entity clarity, authority signals, and LLM readiness.
These assessments may be completed independently and can inform participation in a future Revenue Systems Audit.